SWMP
Signature Wealth Management Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
1,765
| – | – | 0.12% | 101 |
|
|
2025
Q1 | $218K | Hold |
1,765
| – | – | 0.14% | 97 |
|
|
2024
Q4 | $201K | Hold |
1,765
| – | – | 0.14% | 100 |
|
|
2024
Q3 | $232K | Hold |
1,765
| – | – | 0.17% | 91 |
|
|
2024
Q2 | $249K | Hold |
1,765
| – | – | 0.19% | 87 |
|
|
2024
Q1 | $288K | Sell |
1,765
-35
| -2% | -$5.72K | 0.23% | 82 |
|
|
2023
Q4 | $240K | Hold |
1,800
| – | – | 0.21% | 87 |
|
|
2023
Q3 | $216K | Buy |
+1,800
| New | +$216K | 0.21% | 86 |
|